Unforseen

Palantir Wrote:
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> bromion - what are you doing now, are you running
> that new fund?

Yes, it's a small portfolio within the master fund, between $25-50M. I hired three people with language and investing skills, and we travel through most of Asia looking for good stocks. That takes up most of my time, but I still help with the fund's US efforts as needed. We took big gains in the US earlier this year and IMO there isn't a lot worth doing right now domestically.

It's been a good experience so far. I feel comfortable analyzing companies and stocks, but there is so much more to good investing than that, and it's been fun to learn about the trading elements and overall portfolio management aspects of running a fund, as well as forex hedging.